I am a strategic growth and investment executive with more than 25 years of experience building ventures, managing assets, developing financial strategies, and leading operational transformation. I specialize in investor relations, business development, financial modeling, capital raising, and creating processes that improve performance and shareholder value. As CEO and Co-Founder of Aloe Care Health, I raised more than $40 million from institutional investors and built a national eldercare platform integrating AI-driven SaaS and HaaS, hardware manufacturing, logistics, and service infrastructure. I led the company to its acquisition by Arlo Technologies, while establishing partnerships with healthcare systems, retailers, and national providers and earning CES Innovation Award, Silver Stevie Award, and IoT Product of the Year recognition. Today, as a partner at Senior Minds Advisory, I advise early-stage companies on go-to-market strategy, investor presentations, business model validation, growth planning, and capital raise execution. I bring experience spanning venture growth, institutional markets, healthcare innovation, PropTech, SaaS, operational excellence, and turnaround management.
Experience
Partner
Senior Minds AdvisoryOct 2023 – Present
I advise early-stage startups on go-to-market strategies, investor presentations, and business model validation. I develop growth roadmaps for digital health and mental wellness ventures and guide technology founders through capital raise execution and investor engagement planning.
CEO / Co-Founder
Aloe Care Health (Acquired by Arlo Technologies: NYSE: ARLO)Jul 2016 – Oct 2023
I launched and scaled a national eldercare platform integrating AI-driven SaaS and HaaS models, hardware manufacturing, nationwide logistics, and service infrastructure. I raised $40M from institutional investors and led the operational and financial transition through acquisition by Arlo Technologies, while building partnerships with healthcare systems, retailers, and national providers. The company received CES Innovation Award, Silver Stevie Award, and IoT Product of the Year honors.
Head of OTC Sales & Business Development
TradingScreenFeb 2013 – May 2015
I expanded adoption of FX and fixed income trading across North America for a SaaS-based platform. I improved institutional trading workflows for hedge funds and multi-strategy firms.
Business Development Director / VP
State StreetJan 2008 – Jan 2012
I managed institutional FX solutions through Currenex and supported 46% of North American revenue. I advised hedge funds and asset managers on FX risk management and execution strategies.
Institutional Sales Executive
Bloomberg TradebookJan 2006 – Jan 2008
I led futures division growth by 49% year over year, contributing more than $5M in new revenue. I delivered innovative trading solutions to buy-side clients across the United States.
Education
Bachelors Degree
Skills
Languages
- English
- Native or bilingual proficiency